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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A) Action Plans
B) Lightning Scheduler Resource
C) Financial Services Cloud Standard
D) Mortgage
E) FSC Insurance

2. A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

A) Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
B) Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.
C) Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
D) Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
E) Manage policy holder's interactions with customer service agents intelligently through the underwriting process.

3. Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A) Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
B) Create an Account-Contact relationship between the Adams Household and the attorney.
C) Create an Account-Account relationship between the Adams Household and the attorney
D) Create an Account-Account Relationship between the Addams Family Trust and the attorney.

4. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The administrator did not assign the Mortgage permission set to the user.
B) The user does not have "Mortgage User" checked in their user record.
C) The administrator did not enable "Allow Mortgage Access" in Setup.
D) The Residential Loan Application flow was not enabled in the setup.

5. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A) Financial DealParticipant
B) Opportunity Participant
C) Interaction Participant
D) Interaction Summary Participant
E) Participant Role

Solutions: